---
schema_version: "1"
id: 329224a72af2e07c91b2ab5fa2095bbc5aa5601ea64c45ae37124cf2b34fb74e
title: PartyScreeningStep
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/sforce_api_objects_partyscreeningstep.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_partyscreeningstep.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 7d3fa426883e1b7be326e92de1ccd88a4c1b4a464eb80995ac090e5814b961c5
description: Represents information about the screening process conducted for a party. This object is available in API version 56.0 and later.
---
# PartyScreeningStep

Represents information about the screening process conducted for a party. This object is available in API version 56.0 and later.

## Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

## Fields

### DisclaimerText

- **Type**: textarea
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The disclaimer text received for the party profile screening.

### IntegrationProviderExecId

- **Type**: reference
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The integration provider execution that's associated with the party screening step.
    
    This field is a relationship field.
- **Relationship Name**: IntegrationProviderExec
- **Refers To**: IntegrationProviderExecution

### LastReferencedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The timestamp for when the current user last viewed a record related to this record.

### LastViewedDate

- **Type**: dateTime
- **Properties**: Filter, Nillable, Sort
- **Description**: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

### MatchedFieldList

- **Type**: multipicklist
- **Properties**: Create, Filter, Nillable, Update
- **Description**: Specifies the fields that matched during the party profile screening.
- **Possible values**:
    - Address
    - First Name
    - ID
    - Last Name

### Name

- **Type**: string
- **Properties**: Create, Filter, Group, idLookup, Sort, Update
- **Description**: The name of the party screening step record.

### ResponseCodeComment

- **Type**: textarea
- **Properties**: Create, Filter, Nillable, Sort, Update
- **Description**: The description of the response code.

### ResultCode

- **Type**: picklist
- **Properties**: Create, Filter, Group, Nillable, Sort, Update
- **Description**: The code received after the party profile screening is completed.

### ScreeningSummaryId

- **Type**: reference
- **Properties**: Create, Filter, Group, Sort
- **Description**: The party screening summary record associated with this screening step.
    
    This field is a relationship field.
- **Relationship Name**: ScreeningSummary
- **Relationship Type**: Lookup
- **Refers To**: PartyScreeningSummary

### Status

- **Type**: picklist
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: Specifies the status of the third-party party profile screening.
- **Possible values**:
    - Cancelled
    - Completed
    - In Progress
    - Initiated

### Type

- **Type**: picklist
- **Properties**: Create, Filter, Group, Sort, Update
- **Description**: Specifies the type of the third-party party profile screening.
- **Possible values**:
    - Adverse Media
    - Global Sanctions
    - OFAC
    - PEP

## Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

[PartyScreeningStepChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.")

Change events are available for the object.

[PartyScreeningStepFeed](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.")

Feed tracking is available for the object.

[PartyScreeningStepHistory](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.")

History is available for tracked fields of the object.

[PartyScreeningStepOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_ownersharingrule.htm "StandardObjectNameOwnerSharingRule is the model for all owner sharing rule objects associated with standard objects. These objects represent a rule for sharing a standard object with users other than the owner.")

Sharing rules are available for the object.

[PartyScreeningStepShare](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_share.htm "StandardObjectNameShare is the model for all share objects associated with standard objects. These objects represent a sharing entry on the standard object.")

Sharing is available for the object.